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Blueprint Investment Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Blueprint Investment Partners’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25,678
Closed -$637K – 150
2023
Q4 		$637K Buy
25,678
+5,326
+26% +$128K 0.18% 62
2023
Q3 		$487K Buy
20,352
+1,221
+6% +$30.2K 0.16% 66
2023
Q2 		$471K Buy
19,131
+1,576
+9% +$38.5K 0.17% 85
2023
Q1 		$430K Buy
17,555
+1,339
+8% +$33.2K 0.1% 150
2022
Q4 		$384K Sell
16,216
-7,356
-31% -$171K 0.08% 147
2022
Q3 		$528K Buy
23,572
+2,027
+9% +$50.1K 0.14% 77
2022
Q2 		$547K Sell
21,545
-7,598
-26% -$199K 0.15% 82
2022
Q1 		$809K Buy
29,143
+5,240
+22% +$152K 0.21% 79
2021
Q4 		$708K Sell
23,903
-6,357
-21% -$194K 0.17% 99
2021
Q3 		$922K Sell
30,260
-4,468
-13% -$140K 0.46% 37
2021
Q2 		$1.14M Sell
34,728
-65
-0.2% -$2.11K 0.91% 22
2021
Q1 		$1.11M Buy
34,793
+34,748
+77,218% +$1.13M 0.86% 23
2020
Q4 		$1.37K Sell
45
-44,792
-100% -$1.3M 1.11% 22
2020
Q3 		$1.37M Sell
44,837
-27,418
-38% -$733K 1.09% 23
2020
Q2 		$1.76M Buy
72,255
+36,520
+102% +$830K 1.12% 21
2020
Q1 		$739K Sell
35,735
-79,026
-69% -$1.98M 0.75% 22
2019
Q4 		$3.14M Buy
+114,761
New +$3.02M 2.5% 11

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Blueprint Investment Partners's SCHE Position: Q1 2024 in Review

Blueprint Investment Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 25,678 shares — an estimated $637K sold.

Blueprint Investment Partners first reported a position in SCHE in Q4 2019 and held it in 17 quarters. The position peaked at $3.14M in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Blueprint Investment Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Blueprint Investment Partners sold 25,678 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $637K.
  • Blueprint Investment Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 17 quarters.
  • Blueprint Investment Partners's Schwab Emerging Markets Equity ETF position peaked at $3.14M in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Blueprint Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.